In order to achieve grain self-sufficiency targets, the Chinese government will boost investment in agriculture infrastructure and technologies.
Without improvements in infrastructure the ambitious goals to boost domestic demand in emerging markets will be unsustainable.
“The Rise of the State” may inspire fear among the short-sighted. But those who understand the changing nature of global capitalism will profit.
Renewing pressure on China to revalue its currency is always good for headlines. But anyone who has followed this issue knows that the Chinese will revalue their currency only at their own pace.
Recent political developments and overarching economic trends suggest that equities will have their day.
Reality bites for US-focused investors. By virtue of their superior economic growth prospects, emerging markets will continue to perform better than their developed counterparts for some time.
Unlike its neighbors, the Philippines should be less affected by declining exports because its economy depends more on domestic demand.
Asian equity markets will continue to outperform their developed counterparts. Boost your returns by buying into this key growth market.
It bears repeating that the US economy is unlikely to experience a second downturn of the magnitude of a recession.
Economic and geopolitical scales are tilting eastward. Investors–and citizens–who understand and adapt will find this new world a profitable and exciting one.
